Trellis Wealth Advisors LLC

Q1 2023 13F Holdings

Location
San Luis Obispo, CA
Holdings as of
3/31/2023
Value
$136M
Num holdings
30
Date filed
8/10/2023
Form type
13F-HR
Prev filing
8/10/2023
Next filing
8/10/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type